Hello Everyone,

A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and calculations. 

Let us consider the below use case from a customer - 

We have received a specific use case - whenever a project is created, a specific tasklist from a project template should be automatically copied into this new project

We had accomplished this requirement using custom functions.

Create a connection for Zoho Projects service with the scopes “zohoprojects.tasks.all, zohoprojects.projects.all, zohoprojects.tasklists.all” to replace ‘connectionprojects’ with the connection name. Click this link below to learn how to create the connection. Attached the screenshot of Arguments.

Script to be used

timezone = "+05:30";

endPoint = "https://projects.zoho.com/restapi/portal/";

today = zoho.currenttime;

projectTemplateId = "1376202000007459043"; // project template id

mapTaskListName = "*******";

associateTaskTemplateParameter = Map();

projectDetails = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/"

type :GET

connection:"connectionprojects"

];

milestoneId = projectDetails.get("projects").get(0).get("none_milestone_id");

allTasklists = invokeurl

[

url :endPoint + portalId + "/projects/" + projectTemplateId + "/tasklists/"

type :GET

connection:"connectionprojects"

];

allTasklists = allTasklists.get("tasklists");

for each  tasklist in allTasklists

{ 

if(tasklist.get("name").containsIgnoreCase(mapTaskListName)){

associateTaskTemplateParameter.put("shift_days",toString(today,"YYYY-MM-dd'T'HH:mm:ss") + timezone);

associateTaskTemplateParameter.put("flag","internal");

associateTaskTemplateParameter.put("sourceProjectId",projectTemplateId);

associateTaskTemplateParameter.put("sourceTasklistId",tasklist.get("id_string"));

associateTaskTemplateParameter.put("milestone_id",milestoneId);

associateTaskTemplateResponse = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/tasklists/"

type :POST

parameters:associateTaskTemplateParameter

connection:"connectionprojects"

];

break;

}

}

return "success";